Broker Check

Leadership

James M. McDonnell, CFP®, CLU® serves as the Managing Partner of McDonnell Wealth Inc. 

Since 2003, Jim has been providing Investment and Financial Planning strategies to a growing list of individuals, families, and business owners as they pursue their goals and transition to new phases of life.  Jim has extensive experience in the areas of retirement planning, investment portfolio design, wealth distribution strategies, income and estate tax planning, and long-term care planning.

As a Certified Financial Planner professional, Jim has attained the prestigious CFP® certification, one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning. He adheres to the CFP Board’s code of ethics for integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence.

Jim remains a highly involved alum of both Stonehill College (BA in Economics) and Boston Latin School (Class of 1995).  Jim holds his series 6, 63, 65, and 7 through Cetera Advisor Networks.

A life-long Bostonian, Jim resides in West Roxbury with his wife, Nicolette, and their two daughters: Emalyn and Summer.